Missing Transactions and CSV files

Hello, @Mike C9.

I'll be glad to give you the steps for recovering your missing bank transactions in QuickBooks Self-Employed.

The link between your bank and the QBSE may have been disconnected. As a result, you have missing transactions. I suggest manually importing them into QBSE. Please follow the steps below:

1. Click the Gear icon, then select Imports under TRANSACTIONS.
2. Select the Import older transactions link.
3. Follow the onscreen instructions to upload the CSV file, then click Import.

You can read this article for more details about manually importing transactions in QBSE: Manually import transactions into QuickBooks Self-Employed.

Once you're done, go to the Transactions menu and categorize your imported transactions. This way, QuickBooks puts them on the correct line of your Schedule C.

Also, you may want to check out one of our Help pages as your reference to guide you in managing your bank transactions and connectivity in QBSE: Banking Help for QuickBooks Self-Employed.

I'm all ears if you have other banking concerns or questions about managing transactions in QBSE. Drop a comment below, and I'll gladly help. Take care, and have a great day,

How do you get the file size down to under 100mb?? Why is there a limit? I have so many missing transactions

Hello Toby15, in regards to compressing the file size of a CSV file Excel currently as far as we aware does not allow that in the browser version. It would be a case of opening a new worksheet and copy and pasting half the file into the new worksheet and saving it and removing that half from the originally and saving it and then uploading the 2 separately.